Difference between revisions of "Custom Reports"

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[[File:icon_report_run.jpg|icon_report_run.jpg]] Run the report now
 
[[File:icon_report_run.jpg|icon_report_run.jpg]] Run the report now
  
[[File:icon_report_duplicate.jpg]]
+
[[File:icon_report_duplicate.jpg]] Create a duplicate of existing report
  
[[File:icon_report_archive.jpg]]
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[[File:icon_report_archive.jpg]] Archive report.  Will not be seen here, but will still be saved in CallProof.
  
[[File:icon_report_delete.jpg]]
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[[File:icon_report_delete.jpg]] Delete report.  This cannot be undone and users will have to verify when deleting.

Revision as of 15:07, 22 April 2014

Where to find Custom Reports

Path: Website - Navigation Bar - Stats - Custom Reports


Managers can create custom reports to view activities within CallProof. These can be mailed on a schedule to anyone.


Custom Reports Index

Index of Custom Reports

The Custom Reports screen shows an index of custom reports currently saved in the users CallProof account.


The Position Arrows are used to organize this screen and the order in which reports are listed.


The Report Name column shows the name and can be clicked to edit the custom report.


The Last Run column holds the last generated copy of that report. Click on this will allow users to view the report, as well as save a local copy to their system.


The next set of icons let users edit, run, duplicate, archive, or delete a report.

icon_report_edit.jpg Edit the custom report

icon_report_run.jpg Run the report now

Icon report duplicate.jpg Create a duplicate of existing report

Icon report archive.jpg Archive report. Will not be seen here, but will still be saved in CallProof.

Icon report delete.jpg Delete report. This cannot be undone and users will have to verify when deleting.